Biotech Values

[oc631]

According to Norbert Bischopberger, Sofosbuvir does not need to be supplanted by a better nuke, and the answer for genotype-3 could be adding a drug that is neither a nuke nor an NS5A.

GILD's path forward seems to be focused on these two classes. Either a dual-nuke strategy or a better NS5A. GILD's first stab at GT3 was using sofosbuvir combined with 30 year old ribavirin. What should be noted here isn't that they fell short in GT3 but that they achieved such respectable SVR rates in GT2. It's a simple lack of potency. There's no question in my mind Sofo combined with IDX-719 couldn't provide the 90+% SVR rates that we are seeing in other genotypes. That's why the idea of Sofo/Riba being approved for use in GT3 patients, for me, is so appalling.